PWPS
Pinnacle Wealth Planning Services’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,242
| Closed | -$222K | – | 474 |
|
|
2025
Q1 | $222K | Buy |
2,242
+65
| +3% | +$6.45K | 0.03% | 332 |
|
|
2024
Q4 | $219K | Sell |
2,177
-364
| -14% | -$36.5K | 0.03% | 338 |
|
|
2024
Q3 | $232K | Sell |
2,541
-6
| -0.2% | -$547 | 0.03% | 405 |
|
|
2024
Q2 | $208K | Hold |
2,547
| – | – | 0.03% | 416 |
|
|
2024
Q1 | $204K | Buy |
+2,547
| New | +$204K | 0.03% | 427 |
|
|
2023
Q4 | – | Sell |
-3,956
| Closed | -$251K | – | 508 |
|
|
2023
Q3 | $251K | Sell |
3,956
-55,600
| -93% | -$3.53M | 0.04% | 295 |
|
|
2023
Q2 | $3.68M | Hold |
59,556
| – | – | 0.59% | 24 |
|
|
2023
Q1 | $3.78M | Sell |
59,556
-55,288
| -48% | -$3.51M | 0.63% | 20 |
|
|
2022
Q4 | $7.55M | Sell |
114,844
-28
| -0% | -$1.84K | 1.34% | 11 |
|
|
2022
Q3 | $5.89M | Buy |
114,872
+39,053
| +52% | +$2M | 1.09% | 16 |
|
|
2022
Q2 | $4.21M | Buy |
75,819
+18,956
| +33% | +$1.05M | 0.76% | 21 |
|
|
2022
Q1 | $4.02M | Sell |
56,863
-26,500
| -32% | -$1.87M | 0.73% | 24 |
|
|
2021
Q4 | $4.9M | Buy |
83,363
+17,500
| +27% | +$1.03M | 0.96% | 20 |
|
|
2021
Q3 | $3.82M | Sell |
65,863
-100,720
| -60% | -$5.84M | 0.84% | 20 |
|
|
2021
Q2 | $9.27M | Buy |
166,583
+28
| +0% | +$1.56K | 2.16% | 7 |
|
|
2021
Q1 | $8.44M | Buy |
166,555
+22,760
| +16% | +$1.15M | 2.16% | 10 |
|
|
2020
Q4 | $5.52M | Sell |
143,795
-33,159
| -19% | -$1.27M | 1.32% | 12 |
|
|
2020
Q3 | $4.6M | Sell |
176,954
-187,359
| -51% | -$4.87M | 1.52% | 13 |
|
|
2020
Q2 | $12.1M | Buy |
+364,313
| New | +$12.1M | 3.93% | 4 |
|